Purchases and Sales Made in Q2 2023 in Carrier Global Corp (CARR)
This table provides information about the institutional ownership of Carrier Global Corp (CARR) during Q2 2023. The information is specifically focused on institutions that hold shares of CARRIER GLOBAL Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
80+ 1.57% |
$3.25K - $3.98K
|
5.19K
$359K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
80+ 80.81% |
$3.25K - $3.98K
|
179
$12.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
76+ 1.0% |
$3.09K - $3.78K
|
7.65K
$530K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
72+ 0.44% |
$2.93K - $3.58K
|
16.5K
$1.14M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
70+ 1.54% |
$2.85K - $3.48K
|
4.61K
$319K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
66+ 3.88% |
$2.68K - $3.28K
|
1.77K
$122K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
60+ 0.37% |
$2.44K - $2.98K
|
16.1K
$1.12M
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
52+ 0.77% |
$2.11K - $2.58K
|
6.84K
$474K
|
|
|
Aug 10, 2023
Q2 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
51+ 0.4% |
$2.07K - $2.54K
|
12.8K
$889K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
50+ 1.04% |
$2.03K - $2.49K
|
4.84K
$335K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
50+ 0.93% |
$2.03K - $2.49K
|
5.46K
$378K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
47New |
$1.91K - $2.34K
|
47
$3.26K
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
47+ 0.77% |
$1.91K - $2.34K
|
6.18K
$428K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
47+ 3.97% |
$1.91K - $2.34K
|
1.23K
$85.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
46+ 30.87% |
$1.87K - $2.29K
|
195
$13.5K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
43+ 0.4% |
$1.75K - $2.14K
|
10.7K
$740K
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
42+ 0.86% |
$1.71K - $2.09K
|
4.93K
$342K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
42+ 6.86% |
$1.71K - $2.09K
|
654
$45.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
36+ 0.75% |
$1.46K - $1.79K
|
4.83K
$334K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
32+ 0.27% |
$1.3K - $1.59K
|
11.7K
$812K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
32+ 0.16% |
$1.3K - $1.59K
|
20K
$1.39M
|
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
31New |
$1.26K - $1.54K
|
31
$2.15K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
27+ 3.65% |
$1.1K - $1.34K
|
767
$53.1K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
25+ 0.1% |
$1.02K - $1.24K
|
24.4K
$1.69M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
25+ 3.64% |
$1.02K - $1.24K
|
711
$49.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
24+ 7.67% |
$976 - $1.19K
|
337
$23.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
22+ 0.37% |
$894 - $1.09K
|
6.03K
$417K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
22+ 0.06% |
$894 - $1.09K
|
39.6K
$2.74M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
21+ 0.27% |
$854 - $1.04K
|
7.78K
$539K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
19+ 0.36% |
$772 - $944
|
5.32K
$368K
|
|
|
Jul 11, 2023
Q2 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
16+ 0.32% |
$650 - $795
|
5.04K
$349K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
16New |
$650 - $795
|
16
$1.11K
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
BUY
|
- |
15+ 0.34% |
$610 - $746
|
4.47K
$309K
|
|
|
Aug 01, 2023
Q2 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
12+ 0.11% |
$488 - $597
|
11.1K
$766K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12+ 0.74% |
$488 - $597
|
1.63K
$113K
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
7+ 0.07% |
$285 - $348
|
10K
$694K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
7+ 0.08% |
$285 - $348
|
8.61K
$597K
|
|
|
Aug 11, 2023
Q2 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
6+ 0.12% |
$244 - $298
|
5.01K
$347K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.29% |
$203 - $249
|
1.76K
$122K
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
4+ 0.17% |
$163 - $199
|
2.29K
$159K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4+ 8.7% |
$163 - $199
|
50
$3.46K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
3+ 0.41% |
$122 - $149
|
735
$50.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3+ 0.03% |
$122 - $149
|
11.5K
$799K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2+ 0.34% |
$81.3 - $99.4
|
587
$40.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
2+ 0.02% |
$81.3 - $99.4
|
12.8K
$887K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.38% |
$81.3 - $99.4
|
527
$36.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.12% |
$40.7 - $49.7
|
833
$57.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1+ 0.02% |
$40.7 - $49.7
|
4.7K
$325K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.35% |
$40.7 - $49.7
|
290
$20.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.02% |
$40.7 - $49.7
|
4.17K
$289K
|